Rates, trade, and “one big, beautiful bill”
Update: 2025-06-05
Description
Macro strategist Mike Medeiros joins host Amar Reganti to dissect the Trump administration's policy moves to date and what they may mean for the US economy going forward.
2:35 - What would happen under full tariffs?
4:20 - Historical path to deglobalization
5:45 - Impact of tariffs on inflation and growth
9:00 - Has DOGE been effective?
10:55 - Reconciliation bill trajectory and effects
16:00 - What are policymakers missing?
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